Monthly Total Returns

(As of 10/31/2023)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%) 
SymbolFundInception
Date
Year-to-
Date
1yr3yrs5yrs10yrsSince
Inception1
Expense Ratio (Net of Fees)^Expense Ratio (Gross of Fees)^
PAXLXImpax Large Cap Fund – Investor Class12/16/20163.021.917.6010.8310.930.97%0.97%
PXLIXImpax Large Cap Fund – Institutional Class12/16/20163.222.167.8811.1111.210.72%0.72%
S&P 500 Index10.6910.1410.3611.0111.39
Lipper Large-Cap Core Funds Index7.627.458.609.5010.25
PXSCXImpax Small Cap Fund – Investor Class03/27/2008-5.12-7.985.964.114.356.751.16%1.16%
PXSAXImpax Small Cap Fund – Class A05/01/2013-5.14-8.015.964.104.346.741.16%1.16%
PXSIXImpax Small Cap Fund – Institutional Class03/27/2008-4.97-7.726.224.354.607.020.91%0.91%
Russell 2000 Index-4.45-8.563.953.315.637.23
Lipper Small-Cap Core Funds Index-3.53-5.268.975.036.347.70
PAXGXImpax Global Opportunities Fund – Investor Class06/27/20180.448.324.528.957.321.23%1.33%
PXGOXImpax Global Opportunities Fund – Institutional Class06/27/20180.698.554.789.207.550.98%1.08%
MSCI ACWI (Net) Index6.7510.506.687.476.41
Lipper Global Multi-Cap Growth Funds Index4.196.04-0.316.895.33
PGRNXImpax Global Environmental Markets Fund – Investor Class03/27/2008-2.644.352.017.225.945.611.16%1.16%
PXEAXImpax Global Environmental Markets Fund – Class A05/01/2013-2.644.302.027.215.945.611.16%1.16%
PGINXImpax Global Environmental Markets Fund – Institutional Class03/27/2008-2.454.602.277.486.205.870.91%0.91%
MSCI ACWI (Net) Index6.7510.506.687.476.815.72
PXWEXImpax Ellevate Global Women’s Leadership Fund – Investor Class10/01/19932.955.863.855.386.376.410.77%0.77%
PXWIXImpax Ellevate Global Women’s Leadership Fund – Institutional Class04/19/20063.166.134.125.656.646.570.52%0.52%
Impax Global Women’s Leadership (Net) Index9.5811.366.897.25
MSCI World (Net) Index7.8810.488.148.277.53
Lipper Global Multi-Cap Core Funds Index4.138.115.916.316.12
PAXDXImpax Global Sustainable Infrastructure Fund – Investor Class12/16/2016-4.601.292.365.036.380.80%0.90%
PXDIXImpax Global Sustainable Infrastructure Fund – Institutional Class12/16/2016-4.471.412.565.286.640.55%0.65%
FTSE Global Infrastructure Opportunities-2.993.174.434.324.90
MSCI ACWI (Net) Index6.7510.506.687.47
PXWGXImpax US Sustainable Economy Fund – Investor Class06/11/19977.198.999.119.079.436.030.70%0.88%
PXGAXImpax US Sustainable Economy Fund – Class A05/01/20137.229.049.129.089.446.040.70%0.88%
PWGIXImpax US Sustainable Economy Fund – Institutional Class04/02/20077.429.309.389.369.716.190.45%0.63%
Russell 1000 Index10.289.489.5310.7110.88
Lipper Multi-Cap Core Funds Index7.627.458.609.509.30
PXINXImpax International Sustainable Economy Fund – Investor Class03/31/20142.7514.404.063.972.563.630.72%0.72%
PXNIXImpax International Sustainable Economy Fund – Institutional Class01/27/20112.9414.604.294.252.823.890.47%0.47%
MSCI EAFE ESG Leaders (Net) Index2.7414.405.734.103.053.83
MSCI EAFE (Net) Index3.2415.016.264.613.554.32
Lipper International Large-Cap Core Funds Index2.9114.644.694.463.324.27
PAXBXImpax Core Bond Fund – Investor Class12/16/2016-2.64-0.01-5.66-0.40-0.160.71%0.71%
PXBIXImpax Core Bond Fund – Institutional Class12/16/2016-2.440.24-5.42-0.150.090.46%0.46%
Bloomberg US Aggregate Index-2.770.36-5.57-0.060.28
Lipper Core Bond Funds Index-2.290.82-5.230.240.54
Morningstar Intermediate Core Bond-2.420.55-5.39-0.16
PAXHXImpax High Yield Bond Fund – Investor Class10/08/19992.203.35-1.521.842.204.490.92%0.92%
PXHAXImpax High Yield Bond Fund – Class A05/01/20132.383.53-1.451.882.224.500.92%0.92%
PXHIXImpax High Yield Bond Fund – Institutional Class06/01/20042.583.78-1.242.122.484.690.67%0.67%
ICE BofAML US Cash Pay High Yield Constrained (BB-B) Index4.055.400.773.043.80
Lipper High Yield Bond Funds Index4.305.641.662.783.37
PAXWXImpax Sustainable Allocation Fund – Investor Class08/10/19710.191.772.175.675.527.940.90%0.90%
PAXIXImpax Sustainable Allocation Fund – Institutional Class04/02/20070.392.042.435.935.798.020.65%0.65%
S&P 500 Index10.6910.1410.3611.0111.18
60% S&P 500 Index / 40% Bloomberg Barclays US Aggregate Bond Index5.196.263.966.837.21
Morningstar Moderate Allocation2.494.163.405.085.22

Quarterly Total Returns

(As of 09/30/2023)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%) 
SymbolFundInception
Date
Year-to-
Date
1yr3yrs5yrs10yrsSince
Inception1
Expense Ratio (Net of Fees)^Expense Ratio (Gross of Fees)^
PAXLXImpax Large Cap Fund – Investor Class12/16/20165.9813.688.089.4011.550.97%0.97%
PXLIXImpax Large Cap Fund – Institutional Class12/16/20166.0913.818.349.6511.810.72%0.72%
S&P 500 Index13.0721.6210.159.9211.89
Lipper Large-Cap Core Funds Index11.6321.249.408.7010.67
PXSCXImpax Small Cap Fund – Investor Class03/27/20082.779.479.833.655.357.341.16%1.16%
PXSAXImpax Small Cap Fund – Class A05/01/20132.789.519.833.645.357.341.16%1.16%
PXSIXImpax Small Cap Fund – Institutional Class03/27/20082.949.7910.113.905.627.610.91%0.91%
Russell 2000 Index2.548.937.162.406.657.76
Lipper Small-Cap Core Funds Index2.3412.0712.224.097.318.15
PAXGXImpax Global Opportunities Fund – Investor Class06/27/20184.1719.404.847.578.191.23%1.33%
PXGOXImpax Global Opportunities Fund – Institutional Class06/27/20184.4119.695.127.818.420.98%1.08%
MSCI ACWI (Net) Index10.0620.806.896.467.13
Lipper Global Multi-Cap Growth Funds Index8.4416.520.545.786.22
PGRNXImpax Global Environmental Markets Fund – Investor Class03/27/20082.2318.163.266.016.755.971.16%1.16%
PXEAXImpax Global Environmental Markets Fund – Class A05/01/20132.2418.203.276.006.765.981.16%1.16%
PGINXImpax Global Environmental Markets Fund – Institutional Class03/27/20082.4418.523.536.277.026.240.91%0.91%
MSCI ACWI (Net) Index10.0620.806.896.467.565.96
PXWEXImpax Ellevate Global Women’s Leadership Fund – Investor Class10/01/19934.7815.903.504.246.986.490.77%0.77%
PXWIXImpax Ellevate Global Women’s Leadership Fund – Institutional Class04/19/20064.9416.183.774.497.246.650.52%0.52%
Impax Global Women’s Leadership (Net) Index10.4019.945.735.91
MSCI World (Net) Index11.1021.958.087.268.26
Lipper Global Multi-Cap Core Funds Index7.6619.016.405.406.83
PAXDXImpax Global Sustainable Infrastructure Fund – Investor Class12/16/2016-1.409.132.674.246.990.80%0.90%
PXDIXImpax Global Sustainable Infrastructure Fund – Institutional Class12/16/2016-1.169.492.944.517.270.55%0.65%
FTSE Global Infrastructure Opportunities-0.9210.484.793.735.29
MSCI ACWI (Net) Index10.0620.806.896.46
S&P Global Infrastructure Index-4.455.906.453.18
PXWGXImpax US Sustainable Economy Fund – Investor Class06/11/199710.1720.819.118.3010.146.160.70%0.88%
PXGAXImpax US Sustainable Economy Fund – Class A05/01/201310.1720.799.108.3010.146.170.70%0.88%
PWGIXImpax US Sustainable Economy Fund – Institutional Class04/02/200710.3321.109.398.5810.416.320.45%0.63%
Russell 1000 Index13.0121.199.539.6311.63
Lipper Multi-Cap Core Funds Index10.9419.979.078.3710.05
PXINXImpax International Sustainable Economy Fund – Investor Class03/31/20146.3325.313.532.873.263.940.72%0.72%
PXNIXImpax International Sustainable Economy Fund – Institutional Class01/27/20116.4825.633.793.133.524.200.47%0.47%
MSCI EAFE ESG Leaders (Net) Index7.0425.734.423.474.074.63
MSCI EAFE (Net) Index7.0825.655.753.243.824.19
Lipper International Large-Cap Core Funds Index5.9723.666.632.503.293.63
PAXBXImpax Core Bond Fund – Investor Class12/16/2016-1.030.43-5.31-0.210.080.71%0.71%
PXBIXImpax Core Bond Fund – Institutional Class12/16/2016-0.840.68-5.080.030.330.46%0.46%
Bloomberg US Aggregate Index-1.210.64-5.210.100.52
Lipper Core Bond Funds Index-0.611.24-4.810.420.80
Morningstar Intermediate Core Bond-0.830.77-5.02
PAXHXImpax High Yield Bond Fund – Investor Class10/08/19993.887.96-0.811.852.574.570.92%0.92%
PXHAXImpax High Yield Bond Fund – Class A05/01/20134.068.15-0.751.862.594.590.92%0.92%
PXHIXImpax High Yield Bond Fund – Institutional Class06/01/20044.268.43-0.532.132.854.780.67%0.67%
ICE BofAML US Cash Pay High Yield Constrained (BB-B) Index5.089.611.252.934.15
Lipper High Yield Bond Funds Index5.629.762.212.693.75
PAXWXImpax Sustainable Allocation Fund – Investor Class08/10/19712.828.862.595.036.098.000.90%0.90%
PAXIXImpax Sustainable Allocation Fund – Institutional Class04/02/20073.019.152.855.296.368.090.65%0.65%
S&P 500 Index13.0721.6210.159.9211.91
60% S&P 500 Index / 40% Barclays US Aggregate Bond Index7.2213.014.016.277.74
Morningstar Moderate Allocation4.5810.583.654.415.74

Performance after Sales Charge

(As of 10/31/2023)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Small Cap Fund – Class A (Load)-12.80-19.75-10.38-13.063.982.933.756.36
Impax US Sustainable Economy Fund – Class A (Load)-8.03-14.611.343.057.087.868.825.81
Impax Global Environmental Markets Fund – Class A (Load)-10.03-18.87-8.01-1.450.126.015.345.23
Impax High Yield Bond Fund – Class A (Load)-6.04-7.17-2.22-1.13-2.960.941.754.30

Performance after Sales Charge

(As of 09/30/2023)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Small Cap Fund – Class A (Load)-11.17-10.39-2.903.527.782.484.766.95
Impax US Sustainable Economy Fund – Class A (Load)-10.81-9.704.1214.137.077.089.525.94
Impax Global Environmental Markets Fund – Class A (Load)-11.07-13.49-3.3911.691.354.816.155.59
Impax High Yield Bond Fund – Class A (Load)-5.63-4.59-0.613.35-2.270.942.124.39
Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
Scroll to top
To get started, please select your location and investor type below.

If you are invested in Impax Funds – regardless of share class (Investor, Institutional, or Class A) or account type (individual, business or other entity) please select Impax Funds Investor as your Investor Type.

Access Impax Asset Management Limited’s Form CRS here.

Important Information

I confirm that I am a [investor_type] based in [investor_country] and that I have read and understood the important information, privacy policy and terms and conditions which governs the use of this website.

Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.

User Agent: facebookexternalhit/1.1; kakaotalk-scrap/1.0; +https://devtalk.kakao.com/t/scrap/33984